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Field Vice President
San Diego Branch Manager
Retirement Plan, 401(k) & Pensions rollover, IRAs, Life & Annuity, Long Term Care -
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CA LICENSE #0I06701
Roles and Responsibilities:
Chanwoo Park has served as an independent financial professional specializing in Life and Annuity since 2011. Joining Allmerits Financial in 2015, he has been dedicated to managing the San Diego Branch since then. He has been actively engaged as one of the most dynamic agents in the local market. In addition to his role as a financial professional, he also imparts knowledge as a trainer at Allmerits Financial, delivering expertise on customer development, enhancing satisfaction, and effective sales and marketing strategies.
Career Journey and Focus:
Chanwoo Park earned his MBA in 1995 and has since built his career as a marketing researcher and consultant in Korea. He moved to the U.S. in 2003 and has been conducting marketing-related business targeting US-based Korean companies. He began his career as a financial expert in 2011 and has been providing services to many residents in the San Diego area. He provides comprehensive designs and in-depth solutions across various areas of finance, including tax savings, retirement planning, pensions, life insurance, FAFSA, and more. Particularly, he focuses on client service called "lifelong financial management," emphasizing the maintenance and strengthening of client relationships.
Educations:
Chanwoo Park has a Master of Business Administration from Hankook University of Foreign Studies (HUFS) in South Korea in 1995.